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S.E.E.D. Planning Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

S.E.E.D. Planning Group’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.01M Sell
88,054
-333
-0.4% -$7.63K 0.49% 45
2026
Q2 		$2.03M Buy
88,387
+15,215
+21% +$352K 0.54% 44
2026
Q1 		$1.7M Buy
73,172
+1,173
+2% +$27.3K 0.49% 41
2025
Q4 		$1.68M Sell
71,999
-3,934
-5% -$92K 0.48% 45
2025
Q3 		$1.78M Buy
75,933
+3,139
+4% +$73.4K 0.52% 44
2025
Q2 		$1.7M Buy
72,794
+3,152
+5% +$73.1K 0.53% 44
2025
Q1 		$1.61M Sell
69,642
-1,201
-2% -$28.1K 0.54% 46
2024
Q4 		$1.65M Sell
70,843
-15,843
-18% -$371K 0.55% 47
2024
Q3 		$2.03M Buy
86,686
+3,047
+4% +$71K 0.67% 43
2024
Q2 		$1.93M Sell
83,639
-2,084
-2% -$48.1K 0.7% 43
2024
Q1 		$1.99M Buy
85,723
+503
+0.6% +$11.6K 0.73% 41
2023
Q4 		$1.97M Sell
85,220
-52,187
-38% -$1.19M 0.79% 36
2023
Q3 		$3.11M Sell
137,407
-79,186
-37% -$1.81M 1.2% 33
2023
Q2 		$4.94M Buy
216,593
+8,875
+4% +$202K 1.73% 25
2023
Q1 		$4.75M Buy
207,718
+192,627
+1,276% +$4.39M 1.83% 27
2022
Q4 		$340K Buy
+15,091
New +$340K 0.15% 62

Other funds holding BSJQ

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

S.E.E.D. Planning Group's BSJQ Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 0.38% in Q3 2026, selling an estimated $7.63K and leaving 88,054 shares worth $2.01M. The position accounts for 0.49% of the portfolio, ranked #45.

S.E.E.D. Planning Group first reported a position in BSJQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.94M in Q2 2023. 19 funds tracked by Wall St. Rank hold BSJQ as of Q3 2026.

  • S.E.E.D. Planning Group held 88,054 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $2.01M as of Q3 2026.
  • S.E.E.D. Planning Group sold 333 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q3 2026, an estimated $7.63K.
  • Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.49% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #45 holding.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • S.E.E.D. Planning Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $4.94M in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.